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Sustainability Excellence Management Consulting Ltd.

Service Providers Framework 2019

You are in Investment Consultancy » Investment Consultancy

Investment Consultancy

IC 01. Advisory and consultancy services

01.1. Indicate whether your services include any of the following.

          Supporting investment managers integrate ESG issues in investment decisions.
        

01.2. Describe how you ensure that your clients understand your service offerings and fee structure.

          Our proposals and contractual agreements clearly define our service packages with clear fixed fees.
        

01.3. Additional information. [OPTIONAL]


IC 02. Assets under advisement (Private)


IC 03. Fiduciary manager services

03.1. Indicate whether you provide fiduciary management services.

03.4. Additional information. [OPTIONAL]


IC 04. ESG in contracts with clients

04.1. Indicate whether you are asked to embed ESG consideration in contracts and/or business plans with clients.

04.2. If yes, describe how ESG considerations are incorporated into contracts with clients.

          As a sustainability and ESG service provider, ESG considerations are systematically incorporated into contracts with clients.
        

04.4. Additional information. [OPTIONAL]


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